Altus Wealth Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $286K | Hold |
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|
2025
Q2 | $271K | Hold |
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|
2025
Q1 | $258K | Sell |
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|
2024
Q4 | $284K | Hold |
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|
2024
Q3 | $291K | Sell |
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|
2024
Q2 | $286K | Sell |
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|
2024
Q1 | $454K | Sell |
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|
2023
Q4 | $593K | Sell |
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|
2023
Q3 | $542K | Sell |
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|
2023
Q2 | $575K | Sell |
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|
2023
Q1 | $646K | Buy |
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|
2022
Q4 | $632K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $19K | Hold |
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|
2020
Q4 | $16K | Buy |
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